See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-1961943 | Other Commissions | $13,762 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,649 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,159 | $37,426-22.1% | $77,482-62.4% | $79,858-63.5% |
| Participation rate | 39.6% | 41.5%-1.9pp | 54.2%-14.6pp | 69.6%-30.0pp |
| Annual return | 14.83% | 39.70%-24.9pp | 54.79%-40.0pp | 31.71%-16.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,325 | $1,260+5.2% | $1,861-28.8% | $3,740-64.6% |
| Admin fee / account holder | $39 | $2,504-98.4% | $2,858-98.6% | $5,306-99.3% |